How to Use NOAN as Your AI-Native CRM

Tired of clunky, spreadsheet-style CRMs? NOAN Network is your AI-native contact hub—built for founders, consultants, and small teams who want a smarter, faster way to manage relationships. Here’s how to turn NOAN into your ultimate CRM.

1. What Is NOAN Network?

NOAN Network is your AI-powered contact management system, fully integrated with the NOAN assistant. It stores every customer, partner, investor, or lead—making all their details instantly accessible and actionable via natural language.

Key Benefits:

• No more manual data entry or spreadsheet chaos
• AI understands and analyzes your entire network
• Manage everything with simple, conversational commands

2. Adding Contacts: Natural Language, Batch, or Automation

a. Add Contacts Instantly

Just tell the assistant:  

“Add Joe Dawson, joe@dawsoncontrol.com, CEO at Dawson Control, met at drinks event, tag as lead.”

NOAN will:

• Create the contact
• Add their email, company, and job title
• Attach a memo (e.g., “Met at drinks event”)
• Tag them as a lead

You can also specify privacy (e.g., “Add as private contact”).

b. Batch Import Contacts

Upload a CSV with columns for name, alias, email, phone, website, company, role, and memos. NOAN will batch add and tag contacts in seconds.

c. Automate with Zapier & Integrations

• Use Zapier to add contacts from Typeform, web forms, or other tools.
• Connect Gmail: Ask the assistant to scan your inbox and extract new contacts automatically.

3. Managing & Updating Contacts

Everything is controlled by natural language:

• “Update Joe Dawson’s email to joe@newdomain.com.”
• “Add a memo to Joe Dawson: Interested in partnership.”
• “Tag Joe Dawson as Super Lead.”

You can also batch update, tag, or edit contacts via the assistant or manually in the network view.

4. Tagging & Organizing Your Network

Tags are powerful in NOAN:

• Create new tags by asking: “Create a tag called Super Lead for high-interest prospects.”
• Assign tags to contacts individually or in bulk.
• Search and filter your network by tags (e.g., “Show all Super Leads”).
• Manage tag colors and definitions via the assistant or in settings.

5. Daily CRM Workflow with NOAN

• Network Widget: See new leads and recent activity at a glance.
• Timeline View: Track contacts as they’re added or updated.
• Tag-Based Filtering: Instantly find leads, investors, or clients by tag.
• Gmail Integration: View recent emails with any contact, right from their profile.
• Automated Memos: Connect note-taking tools (like Granola) to auto-attach meeting notes to contacts.

6. Automations & Smart Follow-Ups

• Set up “memories” so the assistant checks your email daily for updates from your network.
• Ask the assistant to analyze sales calls, summarize meetings, or suggest follow-ups.
• Email contacts directly from NOAN (one-to-one for now; batch sending coming soon).

7. Customizing Communication Formats

• Lock in your outbound email or newsletter formats in NOAN’s “facts.”
• The assistant will always use your preferred structure for sales, updates, or investor emails.

8. Why NOAN Beats Traditional CRMs

• Conversational Control: No more forms—just ask, and it’s done.
• Contextual Intelligence: The assistant knows your business facts and every contact’s history.
• Automation-Ready: Integrate with your tools, automate updates, and keep everything in sync.
• Scalable: Perfect for solo founders, consultants, or growing teams.

NOAN Network transforms CRM from a static database into a living, AI-powered asset. Manage your entire business network with natural language, automate the busywork, and unlock insights that drive growth—all in one place.

Ready to ditch the spreadsheet CRM? Try NOAN Network and experience the future of relationship management.

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